Compare

Workflow – Making and Receiving Submittals

Track submittals (including due and return dates) to customers, suppliers, and 3rd parties
EDMS
CAD/Design Software
X
Sharepoint
X
Apply different coversheets based on submittal target (ie; customer, supplier, internal, 3rd party, etc)
EDMS
X
CAD/Design Software
X
Sharepoint
X
Package multiple documents into one file for submittal (ie; instrument data sheets)
EDMS
X
CAD/Design Software
Sharepoint
X
Auto-unpack on return to manage issues with all documents
EDMS
X
CAD/Design Software
X
Sharepoint
X
Add stamps with card-related data, tags, and numbers on outgoing documents
EDMS
SOME
CAD/Design Software
Sharepoint
X
Bulk upload and bulk assignment of files to placeholders and cards using file names or document numbers
EDMS
CAD/Design Software
X
Sharepoint
X
Use the embedded viewer to compare files and preview files during assigning documents + allow applying stamp templates
EDMS
CAD/Design Software
X
Sharepoint
X
Ignore uploaded file names (ie; auto-rename files on submittal with doc number, etc.)
EDMS
CAD/Design Software
X
Sharepoint
X

Databooks and Compilations

Choose which doc codes to include in the book and define sections and subsections
EDMS
X
CAD/Design Software
X
Sharepoint
X
Create many types of book for one project (ie; manufacturers record book, dispatch dossier, quality manual, technical dossier, etc)
EDMS
X
CAD/Design Software
X
Sharepoint
X
Easily create one book per order, tag, plant, or area
EDMS
X
CAD/Design Software
X
Sharepoint
X
Auto-generate section title pages, bookmarks, and hyperlinks
EDMS
X
CAD/Design Software
X
Sharepoint
X
Set pattern for table-of-contents and bookmarks (ie; Doc Number, Rev, Title, Tag)
EDMS
X
CAD/Design Software
X
Sharepoint
X
Include or remove document coversheets on final databook
EDMS
X
CAD/Design Software
X
Sharepoint
X
Add placeholder pages for 'N/A' or 'included-in-doc' codes
EDMS
X
CAD/Design Software
X
Sharepoint
X
Create quality packages from MTRs in library and construction router
EDMS
X
CAD/Design Software
X
Sharepoint
X

Formatting and Tracking

Allow customer specific document codes (A01, A02 etc)
EDMS
X
CAD/Design Software
X
Sharepoint
If using customer codes, allow mapping to internal codes for project reporting.
EDMS
X
CAD/Design Software
X
Sharepoint
X
Apply customer statuses on document return (1/2/3/4 or A/B/C/D etc)
EDMS
X
CAD/Design Software
X
Sharepoint
X
Use (and auto-populate) customer supplied templates for cover sheets, transmittal, document lists, stamps
EDMS
X
CAD/Design Software
X
Sharepoint
X
Configure transmittal numbering patterns based on customer requirements (T-001, TRANS-001, PO123-T-001)
EDMS
X
CAD/Design Software
X
Sharepoint
X
Automate document numbering for customer and internal numbers
EDMS
CAD/Design Software
X
Sharepoint
X
Copy projects for repeat jobs
EDMS
CAD/Design Software
X
Sharepoint
X
Track multiple numbers per document (user, customer, end user, supplier etc)
EDMS
CAD/Design Software
X
Sharepoint
X

Reporting

Track due dates, and expected return dates
EDMS
SOME
CAD/Design Software
X
Sharepoint
Dashboard showing all projects for each user, and key performance indicators
EDMS
X
CAD/Design Software
X
Sharepoint
X
Dashboard for all open actions for each user
EDMS
CAD/Design Software
Sharepoint
X
Run expediting reports across multiple projects
EDMS
CAD/Design Software
X
Sharepoint
X
Generate SDI (supplier document index) using customer supplied excel templates
EDMS
X
CAD/Design Software
X
Sharepoint
X
Show full submittal history in the SDI
EDMS
CAD/Design Software
X
Sharepoint
X
Quickly review full history of all submissions of the document (actual file sent, metadata, status etc)
EDMS
CAD/Design Software
X
Sharepoint
X

Manage and Create Cards

Build placeholder for all expected documents
EDMS
CAD/Design Software
X
Sharepoint
X
Generate document list by combining doc code and equipment list
EDMS
X
CAD/Design Software
X
Sharepoint
X
Upload document list from excel
EDMS
CAD/Design Software
X
Sharepoint
X
Manage different translations as separate documents, but link together
EDMS
X
CAD/Design Software
X
Sharepoint
X
Manage the PDF record, comment pages, and native files as one "document"
EDMS
UNSURE
CAD/Design Software
X
Sharepoint
X
Link equipment (tags) to every card. Auto-update when project changes.
EDMS
X
CAD/Design Software
X
Sharepoint
X
Support tagging hierarchy (major and minor equipment tags). Auto-update changes.
EDMS
X
CAD/Design Software
X
Sharepoint
X
Ensure at least one doc code is linked to every card
EDMS
X
CAD/Design Software
X
Sharepoint
Allow user to break large PDFs into components and submit separately
EDMS
X
CAD/Design Software
X
Sharepoint
X
Add custom fields and data types
EDMS
CAD/Design Software
X
Sharepoint
Checkin and checkout of native design files
X
EDMS
CAD/Design Software
Sharepoint
X
Version control of native design files
X
EDMS
CAD/Design Software
Sharepoint

Workflow – Card Lifecycle

Use issue purposes (i.e. IFA/IFC/As-built) to build complex workflows
EDMS
X
CAD/Design Software
X
Sharepoint
Change issue purpose based on document status (ie; code 1)
EDMS
X
CAD/Design Software
X
Sharepoint
X
Manage all documents (Design, Vendor, Quality)
EDMS
CAD/Design Software
X
Sharepoint

Workflow – Internal

Perform in-system squad check or prepare internal submittal
EDMS
CAD/Design Software
Sharepoint
X
Review and status vendor documents. Ensure acceptance before issuing to customer
EDMS
SOME
CAD/Design Software
X
Sharepoint
X
Route received documents to other users for input, review
EDMS
CAD/Design Software
Sharepoint
Track timelines, and receive reports based on completion/outstanding items
EDMS
CAD/Design Software
X
Sharepoint
X
Block submittals until review complete
EDMS
X
CAD/Design Software
X
Sharepoint
Apply simple markups in viewer
EDMS
CAD/Design Software
Sharepoint
X

Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.

We are here to answer any questions you may have about DocBoss and how we can help you improve your document control workflow.

Contact Info

Toll-Free: 1-(888) 800-2506
info@docboss.com

Office Location

Suite 375
440 10816 Macleod Trail SE
Calgary AB Canada
T2J 5N8

docboss logo white

    Contact Us

    We'd love to hear from you!

    © Copyright 2022 DocBoss.com | DocBoss is a product of Gnaros Inc.